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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $780,306 | $209,336+272.8% | $197,124+295.8% | $137,256+468.5% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | -1.81% | 48.09%-49.9pp | 44.34%-46.2pp | 220.34%-222.2pp |
| Employer contribution / active EE | $14,169 | $6,591+115.0% | $6,227+127.5% | $4,156+240.9% |
| Participant deferral / active EE | $31,787 | $9,614+230.6% | $9,135+248.0% | $6,407+396.1% |
| Admin fee / account holder | $480,640 | $17,308+2677.0% | $16,298+2849.1% | $12,270+3817.2% |